Advisory Alpha’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.27M Buy
19,797
+10,010
+102% +$611K 0.03% 187
2026
Q1
$638K Buy
9,787
+1,731
+21% +$125K 0.02% 274
2025
Q4
$642K Buy
8,056
+1,511
+23% +$126K 0.02% 259
2025
Q3
$612K Buy
6,545
+1,356
+26% +$132K 0.02% 269
2025
Q2
$575K Buy
5,189
+1,093
+27% +$123K 0.02% 250
2025
Q1
$510K Buy
4,096
+1,123
+38% +$125K 0.02% 246
2024
Q4
$303K Buy
2,973
+788
+36% +$84.1K 0.01% 316
2024
Q3
$226K Buy
+2,185
New +$217K 0.01% 380

Other funds holding BRO

Advisory Alpha's BRO Position: Q2 2026 in Review

Advisory Alpha increased its Brown & Brown (BRO) stake by 102% in Q2 2026, buying an estimated $611K and bringing the position to 19,797 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #187.

Advisory Alpha first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Advisory Alpha held 19,797 shares of Brown & Brown worth $1.27M as of Q2 2026.
  • Advisory Alpha bought 10,010 Brown & Brown shares in Q2 2026, an estimated $611K.
  • Brown & Brown made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #187 holding.
  • Advisory Alpha first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.